Falcon Wealth Planning Schwab Strategic Tr Us Emergin Transaction History

Falcon Wealth Planning

  • $889 Million
  • Q2 2025

A detailed history of Falcon Wealth Planning transactions in Schwab Strategic Tr Us Emergin stock. As of the latest transaction made, Falcon Wealth Planning holds 20,149 shares of SCHE stock, worth $682,849. This represents 0.07% of its overall portfolio holdings.

Number of Shares
20,149
Previous 20,275 0.62%
Holding current value
$682,849
Previous $558,000 8.78%
% of portfolio
0.07%
Previous 0.07%

Shares

17 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 16, 2025
SELL
$24.38 - $30.18 $3,071 - $3,802
-126 Reduced 0.62%
20,149 $607,000
Q1 2025

Apr 24, 2025
SELL
$25.81 - $28.52 $7,743 - $8,556
-300 Reduced 1.46%
20,275 $558,000
Q3 2024

Oct 30, 2024
SELL
$25.45 - $29.53 $36,317 - $42,139
-1,427 Reduced 6.49%
20,575 $600,000
Q2 2024

Jul 16, 2024
SELL
$24.67 - $27.2 $46,404 - $51,163
-1,881 Reduced 7.88%
22,002 $584,000
Q1 2024

Apr 15, 2024
SELL
$23.47 - $25.45 $45,390 - $49,220
-1,934 Reduced 7.49%
23,883 $603,000
Q3 2023

Oct 05, 2023
SELL
$23.83 - $26.11 $7,935 - $8,694
-333 Reduced 1.27%
25,817 $618,000
Q2 2023

Jul 13, 2023
SELL
$23.66 - $25.54 $23 - $25
-1 Reduced -0.0%
26,150 $644,000
Q1 2023

May 15, 2023
SELL
$23.32 - $26.39 $4,244 - $4,802
-182 Reduced 0.69%
26,151 $641,000
Q4 2022

Jan 20, 2023
SELL
$21.59 - $24.95 $14,724 - $17,015
-682 Reduced 2.52%
26,333 $0
Q3 2022

Nov 10, 2022
SELL
$22.4 - $25.83 $45,225 - $52,150
-2,019 Reduced 6.95%
27,015 $605,000
Q2 2022

Jul 20, 2022
BUY
$24.51 - $28.87 $28,137 - $33,142
1,148 Added 4.12%
29,034 $737,000
Q1 2022

May 05, 2022
SELL
$25.61 - $30.82 $8,502 - $10,232
-332 Reduced 1.18%
27,886 $774,000
Q4 2021

Jan 24, 2022
SELL
$28.68 - $31.96 $28 - $31
-1 Reduced -0.0%
28,218 $836,000
Q3 2021

Oct 19, 2021
SELL
$29.81 - $32.7 $1,192 - $1,308
-40 Reduced 0.14%
28,219 $860,000
Q2 2021

Aug 10, 2021
BUY
$31.06 - $33.61 $31 - $33
1 Added 0.0%
28,259 $929,000
Q1 2021

Apr 20, 2021
SELL
$30.78 - $34.63 $39,306 - $44,222
-1,277 Reduced 4.32%
28,258 $898,000
Q4 2020

Feb 01, 2021
BUY
$26.72 - $30.68 $789,175 - $906,133
29,535 New
29,535 $905,000

Others Institutions Holding SCHE

# of Institutions
866
Shares Held
151M
Call Options Held
27.8K
Put Options Held
0
View Full List

About SCHWAB STRATEGIC TR US EMERGIN

SCHE Quotes by TradingView
  • Ticker SCHE
  • Sector ETFs
  • Industry ETFs
More about SCHE
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